Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Elaine Fulton-campbell is a registered representative with Wells Fargo Clearing Services, LLC. Mary has been in the industry since 2000 and holds a Series 66 license, as well as Series 7, 9, 10 and SIE licenses. Mary was previously registered with KMS FINANCIAL SERVICES, INC., and currently is registered in 36 states. Mary is a licensed representative and provides investment consulting services to institutional clients. Mary is licensed to provide investment consulting services to institutional clients, including financial planning, pension consulting and selection of other advisors. Mary also provides portfolio management for businesses and individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
WA
12/06/2017 - Present
Wells Fargo Clearing Services, LLC (VANCOUVER WA)
WA
01/27/2000 - 06/30/2003
KMS FINANCIAL SERVICES, INC. (SEATTLE WA)
BOTH
Issued 05/25/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/25/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/05/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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